Stop Accepting the Shrug. Master Your Open Enrollment.

Your free CEO/CFO Playbook reveals the 4-phase strategy to audit costs, demand transparency, and transform benefits from a frustrating expense into your competitive advantage.

“That’s just how the market is.”

“We’re seeing an X% increase this year.”

If this is the depth of your renewal conversation, you’re leaving thousands—or even millions—of dollars on the table. You’re not just paying for healthcare; you’re financing the insurance carrier’s soaring stock prices and your broker’s standard commission.

Open Enrollment shouldn’t be a passive event. It’s your annual opportunity to audit your second-largest expense and ensure it’s driving value for your business.

Who This Playbook Is For:

- CEOs & Founders tired of unpredictable annual premium hikes.

- CFOs who need to contain costs and mitigate financial risk.

- Leaders who know great benefits are key to retention but need them to be cost-effective.

- Anyone who suspects their broker isn’t telling them the whole story.

This is a free, no-pitch resource. Our goal is to help you navigate your next renewal with confidence.

This isn’t theory;

it’s the same 4-phase framework we use with clients to:

  • Perform a deep data dive on claims & pharmacy spend.

  • Interrogate your renewal and model “what-if” scenarios.

  • Make confident, strategic plan design decisions.

  • Roll out a plan your team actually understands and values.

  • Stop accepting the shrug. Start leading with data.

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